24 E. Cota Street, Suite 200, Santa Barbara, CA 93101

Private Client Login

Home
Home
About
Services
Who We Serve
Process
Fees
Resources
Tools
Make an Appointment

Private Client Login

Client Resource Library

Downloadable PDFs

Scott Ulves CFP Bio
2024 What Is CFP?
2021 CFP Principal Topics
Body Knowledge - Why work with Wealth Managers
Business Structure - Our Services
Client On-Boarding Process - To-Do Checklist
Client Portal Tracking Record - Keep for Your Records
Conceptualizing the Process
eMoney Guide to Client Portal
My Final Affairs Guide PDF
My Final Affairs Guide Word Document

World Advisors Client Profiles

WIA Client Profile
WIA Client Entity Profile

Contact

Office: 3232161814

Fax: (760) 547-5384

24 E. Cota St.

Ste 200

Santa Barbara, CA 93101

CA Insurance License #0E22007

scott.ulves@worldadvisors.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Advisory services offered by World Investment Advisors, LLC. Securities offered by World Investments, LLC, member FINRA/SIPC. World Investment Advisors, LLC is affiliated through common ownership with World Investments, LLC.